The Governance RegisterEdition 2026 · Compiled 30th August 2026

The Chartered Institute for Securities and Investment

Registered charity 1132642 Registered since 2009

Operates: Throughout England And Wales, China, India, Ireland, Singapore, Sri Lanka, United Arab Emirates, Scotland, Northern Ireland, Australia, New Zealand

Connected trustee network

The connection graph needs a free account.

This charity's record is public. The network of who else its trustees govern is compiled from the registers by us, and an account keeps it out of bulk scrapers.

Sign in, free

Find a path from this charity →

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

4.5y median 4y
average tenure
11y
longest tenure

Trustees past 6 years

9.1y
average years in governance

First-time vs portfolio trustees

First-time (12)

Portfolio (2)

3
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 14General Charitable Purposes 1Other Charitable Purposes 1Religious Activities 1

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Business services 6Finance 6Property 6

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2021
2022
2023
2024
2025
incomespending£20.4m latest income · income exceeded spending in 2024 and 2025
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

11.3 months of spending held in free reserves · median for charities its size: 3.5 months · was 12.6 in 2021

195 from 174 in 2021
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

Also active in the same field

Deterministic, from public records.

Contact

Websitewww.cisi.org
Emailinfo@cisi.org
Phone02076450603
Address20 FENCHURCH STREET, LONDON, EC3M 3BY

Finances

£20,445,992 latest income

YearIncomeSpending
2021£13,384,749£13,962,664
2022£17,031,854£17,320,383
2023£19,014,375£16,502,440
2024£19,218,620£18,282,503
2025£20,445,992£20,265,913

What it does

What

Education/training

Who

The General Public/mankind

How

Acts As An Umbrella Or Resource Body

Charitable objects

TO PROMOTE FOR THE PUBLIC BENEFIT THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE IN THE FIELD OF SECURITIES AND INVESTMENTS, TO DEVELOP HIGH PROFESSIONAL, EDUCATIONAL AND ETHICAL STANDARDS FOR PRACTITIONERS IN SECURITIES AND INVESTMENTS AND TO PROMOTE SUCH STANDARDS IN THE UNITED KINGDOM AND OVERSEAS, AND TO ACT AS AN AUTHORITATIVE BODY FOR THE PURPOSE OF CONSULTATION AND RESEARCH IN MATTERS OF EDUCATIONAL OR PUBLIC INTEREST CONCERNING SECURITIES AND INVESTMENTS.

Governing document: ROYAL CHARTER 9 OCTOBER 2009 as amended by an Order in Council on 21 Jul 2021

Trustees (14)

14trustees
58median age
0aged 70+

Connected charities (3)

For recruiters

Tools for approaching charities and finding candidates - free with an account.

Create your free account ->

Report an error in this record - let us know.